Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PARHAM SMITH & ARCHENHOLD, LLC 401(K) SAFE HARBOR PROFIT SHARING PLAN | 401k | $1.3M | 13 | 2024 | |
| 002 | PARHAM SMITH & ARCHENHOLD, LLC CASH BALANCE PLAN | CashBalance | $1.2M | 9 | 2024 |